Unclaimed
Christopher McNiff is an active investment advisor representative (IAR) with Osaic Wealth, Inc., based in Kingston, MA. Christopher has been in the industry since April 2, 1987, with previous experience at Signator Investors, Inc., Signator Financial Services, Inc., Lincoln Financial Advisors Corporation, Waterstone Financial Group, Inc., Worthmark Financial Services, LLC, FSC Securities Corporation, and Pruco Securities Corporation. Christopher holds the Series 6, Series 63, and SIE licenses and is a Chartered Financial Consultant. Christopher specializes in providing financial planning and investment advice to individuals, businesses, and pension plans.
KINGSTON, MA
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
MA
11/14/2018 - Present
Osaic Wealth, Inc. (KINGSTON MA)
MA
12/28/2015 - 11/02/2018
SIGNATOR INVESTORS, INC. (KINGSTON MA)
MA
03/10/2011 - 12/28/2015
SIGNATOR FINANCIAL SERVICES, INC. (KINGSTON MA)
MA
11/10/2006 - 12/10/2010
LINCOLN FINANCIAL ADVISORS CORPORATION (KINGSTON MA)
MA
07/29/2005 - 11/09/2006
WATERSTONE FINANCIAL GROUP, INC. (KINGSTON MA)
MN
10/27/2004 - 07/28/2005
WORTHMARK FINANCIAL SERVICES, LLC (ST. PAUL MN)
GA
08/23/1996 - 10/08/2004
FSC SECURITIES CORPORATION (ATLANTA GA)
NJ
10/20/1986 - 06/25/1996
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BC
Issued 10/17/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/17/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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